Thursday, January 22, 2009

Adding custom fields to invoices in QuickBooks Online

Did you know that you can include custom fields on invoices in QBOE? Simply go to the Company meny and choose Preferences. Choose "Sales Form Entry" from the menu bar on the left of your screen. Then select the Custom Fields option if it is not already shown. You should see something that looks like the screenshot below.

If you want to add a field, simply click the checkbox and enter a name for your field. After you click Save, your new field will show up on all your invoices as a place for you to enter custom data. QuickBooks Online still leaves a lot to be desired in terms of invoicing functionality, but this certainly helps!